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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1676
Sandhill Capital Partners
New York
$942K +$90.1K +742 +10%
JCM
1677
Jacobsen Capital Management
Utah
$941K – – –
DA
1678
Doliver Advisors
Texas
$941K +$43.4K +357 +5%
BCA
1679
Bay Colony Advisors
Massachusetts
$935K +$109K +895 +13%
IPW
1680
Inlet Private Wealth
Florida
$927K -$60.7K -500 -6%
HA
1681
Halsey Associates
Connecticut
$927K +$10.3K +85 +1%
PMFA
1682
Plante Moran Financial Advisors
Michigan
$926K -$13.8K -114 -1%
FBFS
1683
First Business Financial Services
Wisconsin
$921K -$11.7K -96 -1%
SFG
1684
SevenBridge Financial Group
Pennsylvania
$920K +$123K +1,016 +15%
AP
1685
Appleton Partners
Massachusetts
$916K -$11.4K -94 -1%
BFA
1686
Brendel Financial Advisors
New Hampshire
$916K +$12.1K +100 +1%
HR
1687
Hayden Royal
North Carolina
$913K +$202K +1,660 +27%
NEPWA
1688
New England Private Wealth Advisors
Massachusetts
$911K +$972 +8 +0.1%
HC
1689
HNP Capital
New York
$910K – – –
PSP
1690
Principal Street Partners
Tennessee
$909K +$239K +1,970 +35%
BWAM
1691
Boyd Watterson Asset Management
Ohio
$906K -$1.7K -14 -0.2%
GSWM
1692
Golden State Wealth Management
California
$904K +$105K +868 +13%
SC
1693
Searle & Co
Connecticut
$901K – – –
DE
1694
Day & Ennis
Georgia
$901K +$607 +5 +0.1%
OFS
1695
Orrstown Financial Services
Pennsylvania
$898K -$6.92K -57 -0.7%
WANY
1696
Wealthspire Advisors (New York)
New York
$894K +$557K +4,584 +155%
WA
1697
Wheatland Advisors
Pennsylvania
$892K – – –
RSVP
1698
Ramsay Stattman Vela & Price
Colorado
$891K +$486 +4 +0.1%
WCF
1699
West Coast Financial
California
$887K +$6.44K +53 +0.7%
KPW
1700
Kore Private Wealth
New York
$884K +$39.1K +322 +4%
66 67
68
69 70